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  • Create a new Boolean Formula Field - eg Is Active (Is_Active__c) ISPICKVAL(Status__c,"Active")

  • Create a new Text field that returns a 3 character (max) value based on Picklist values eg CASE(TEXT(Status__c),"Oh Hold","HLD","Waiting","WT!","Cancelled","X","ACT")

  • Create a Formula for Is High Value Donor (Is_High_Value_Donor__c) and use $$$ as the text or the green money bag icon npo02__TotalOppAmount__c > $CustomMetadata.ReportingSettings__mdt.HighValueDonor.Amount__c

  • You can traverse to parent field relationships by entering for example Account.IsActive__c on a Component on the Contact page.

  • The Images can come from the Salesforce Logos page at https://login.salesforce.com/logos/. Copy the Logo URL value. If using images, the SLDS icon must still be entered, but you can enter a default icon like custom:empty

  • To get icons in non-SLDS colours, use an external service like DaButtonFactory or eg IconS8 rounded square (replace the colour in the URL) to generate an icon with the text and download it. Add it to your Asset Library, make the image public, and grab the URL. You can use the images from the external service directly, but it may not be a good idea long term. But beware, it might look a bit crap mixing with the SLDS colours. You may also need to display an attribution somewhere on the page, depending on where the images come from.

Examples

See Indicators Examples for a full list of examples of each type of Indicator that can be created.

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  • The coloured indicators idea came from the Weathervane App by Christian Carter and Beth Breisnes which was built for Classic and uses Custom Metadata Types. It has a few more features than this Component but it is something we can build upon later. It was a fabulous app but no longer supported as both have moved on to work at Salesforce. The idea for the app came from Caroline Renard.

  • The Setup section came from Clint Chester's excellent Component, Helpful Links Component

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